Where are meetings held?
At one of our office locations in Ramsbottom, Leeds, Chester or Skipton.
Do I have to pay for an initial meeting?
No, this is held at our expense.
What do I need to bring to an initial meeting?
It can be useful to bring any relevant paperwork you have relating to existing policies or plans, but not essential.
How can I book an initial meeting?
If you are interested in taking the first step, get in touch with us via phone or email. We will then send you a list of the information we need before the first meeting can take place. Once we have received this, we will arrange a suitable meeting time.
Are you independent?
Yes. As an independent firm, we operate on a non-restricted basis, meaning we are able to source providers from the whole of the market. As a result, our recommendations are always in your best interests and in line with what suits your circumstances.
Are you regulated?
We are directly regulated and authorised by the Financial Conduct Authority (FCA).
Can you advise on final salary/defined benefit transfers?
Unfortunately, we do not advise in this area.
How much do you charge for a financial plan?
After the first meeting (which is held at our expense), we will provide a detailed scope of work including a fixed fee that is agreed prior to any work started.
What happens if my Financial Planner is away on holiday?
Our capable team is able to support you should your Financial Planner be away.